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I sold some BRK.B this year at Charles Schwab
I sold some BRK.B at Charles Schwab this year. As such, I would expect the sale to appear in the 1099 from Schwab, which it does. I imported the data into TurboTax and looked at the generated tax return. It does not show any sale of BRK.B. It is possible, but not likely I deleted the entry by accident.
I created a new dummy tax return and imported the data from Charles Schwab and only that broker. The sale of BRK.B showed up.
According to ChatGPT the BRK.B sale got aggregated. I do not think that is right and it should not have been aggerated but shown explicitly on form 8949.
What should I do?
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March 1, 2026
8:31 AM